LSTR vs EXPD vs RXO Stock Comparison

Landstar System, Expeditors International Of Washington and Rxo Prices as of Oct 28, 2026 Peers: Industry group
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LSTR Landstar System Inc
$138.80 -16.1% 1M +7.3% 1Y
Market cap
$4.74B
P/E
29.6x
Revenue (TTM)
$5.29B
Div. yield
–
Logistics Industrials
5 wins
RXO RXO, Inc.
$27.62 +37.0% 1M +58.4% 1Y
Market cap
$4.67B
P/E
–
Revenue (TTM)
$6.09B
Div. yield
–
Logistics Industrials

Head to Head

11 decided of 12

Expeditors International Of Washington leads on 6 of the 12 questions below (Expeditors International Of Washington 6, Landstar System 5). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionLSTREXPDRXOLeader
Larger companyMarket capitalisation $4.74B $25.83B $4.67B EXPD
Cheaper on earningsLower P/E, profitable companies only 29.6x 28.1x -44.5x EXPD
Cheaper on forward earningsLower price / next fiscal year consensus EPS 22.6x 26.7x 212.5x LSTR
Faster revenue growthRevenue growth, trailing twelve months +10.7% +6.8% +9.5% LSTR
More profitableNet margin, trailing twelve months 3.0% 7.6% -1.7% EXPD
Better return on capitalReturn on invested capital 17.9% — -3.3% LSTR
Less leveragedLower net debt / EBITDA -1.1x — 16.0x LSTR
Higher dividend yieldTrailing dividend yield 0.00% 0.01% 0.00% –
Better 1-year returnPrice return, last 12 months +7.3% +65.1% +58.4% EXPD
Better 5-year returnAnnualised price return, 5 years -4.6%/yr +9.9%/yr — EXPD
Less volatileAnnualised volatility, 1 year 40.3% 30.9% 75.8% EXPD
Higher overall scoreMean of the five percentile scores vs peers 51/100 43/100 23/100 LSTR

Percentile Scorecard

LSTREXPDRXO

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisLSTREXPDRXO
Valuation 27 #100 of 136 13 #119 of 136 14 #117 of 136
Growth 25 #92 of 122 33 #82 of 122 17 #101 of 122
Profitability 57 #51 of 116 64 #43 of 116 19 #94 of 116
Financial Health 86 #21 of 143 61 #57 of 143 43 #82 of 143
Shareholder Returns 63 #31 of 81 46 #44 of 81 –
Overall 51 43 23
  • LSTR ranked among 150 companies in Transportation
  • EXPD ranked among 150 companies in Transportation
  • RXO ranked among 150 companies in Transportation

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodLSTREXPDRXOSPY
1 month -16.1%+4.5%+37.0% +0.9%
3 months -21.9%+15.9%+23.7% +5.9%
6 months -24.8%+32.5%+44.8% +8.5%
Year to date -3.4%+32.3%+118.5% +13.3%
1 year +7.3%+65.1%+58.4% +12.4%
3 years -14.7%+82.9%+59.9% +88.1%
3 years, per year -5.1%+22.3%+17.0% +23.5%
5 years -21.1%+59.9%— +68.2%
5 years, per year -4.6%+9.9%— +11.0%
10 years +96.9%+284.2%— +263.4%
10 years, per year +7.0%+14.4%— +13.8%

Risk

MeasureLSTREXPDRXOSPY
Volatility, 1Y 40.3%30.9%75.8% 12.7%
Downside volatility, 1Y 46.5%33.2%83.2% 12.7%
Beta vs S&P 500, 1Y 0.680.491.82 1.00
Return / volatility, 1Y 0.182.100.77 0.98
Max drawdown, 5Y -41.2%-36.0%-67.1% -25.4%
From 52-week high -38.4%-1.3%-5.8% -0.9%
52-week high $225.37$199.65$29.32 $779.14
52-week low $121.51$117.57$10.48 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleLSTREXPDRXO
P/E now vs peer median 29.3xmedian 16.1x 28.1xmedian 16.1x -44.6xmedian 16.1x
P/S now vs peer median 0.9xmedian 0.9x 2.1xmedian 0.9x 0.7xmedian 0.9x
EV/EBITDA now vs peer median 17.2xmedian 8.6x 19.9xmedian 8.6x 167.8xmedian 8.6x
P/FCF now vs peer median 29.7xmedian 11.6x 27.7xmedian 11.6x -59.9xmedian 11.6x
P/B now vs peer median 5.6xmedian 1.2x 12.1xmedian 1.2x 3.0xmedian 1.2x
PEG now vs peer median -1.71median 0.80 239.85median 0.80 0.44median 0.80

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsLSTREXPDRXO
Revenue $5.29B $12.04B $6.09B
Gross profit – $3.94B $1.11B
Operating income $214.56M $1.18B -$76.00M
Net income $160.38M $921.33M -$105.00M
Free cash flow $157.62M $923.86M -$76.00M
EPS (diluted) $4.73 $6.99 $-0.62
Cash & equivalents $297.32M $1.03B $15.00M
Total debt $68.71M – $495.00M
Shares (diluted) 33.87M 131.37M 169.65M
Enterprise value $3.18B $20.98B $4.60B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricLSTREXPDRXO
P/E 29.3x 28.1x -44.6x
P/FCF 29.7x 27.7x -59.9x
P/Operating cash flow 27.3x 26.4x -267.9x
P/S 0.9x 2.1x 0.7x
P/B 5.6x 12.1x 3.0x
P/Tangible book 5.6x 12.1x 4.2x
EV/EBITDA 17.2x 19.9x 167.8x
EV/EBIT 20.5x 20.8x -66.3x
EV/Revenue 0.8x 2.0x 0.8x
EV/FCF 27.9x 26.6x -66.3x
EV/Operating cash flow 25.6x 25.3x -296.2x
PEG (3Y EPS CAGR) -1.71 239.85 0.44

Growth

14 metrics
MetricLSTREXPDRXO
Revenue growth (1Y) 10.7% 6.8% 9.5%
Revenue CAGR (3Y) -2.9% -1.6% 12.9%
Gross profit growth (1Y) – 8.5% -1.4%
Gross profit CAGR (3Y) – 0.5% 1.7%
Operating income growth (1Y) 19.3% 6.0% -2.7%
Operating income CAGR (3Y) -18.3% -5.0% -62.7%
Net income growth (1Y) 16.8% 7.9% 65.9%
Net income CAGR (3Y) -18.8% -4.3% -120.7%
EPS growth (1Y) 19.3% 12.0% 66.1%
EPS CAGR (3Y) -17.2% 0.1% -101.3%
Operating cash flow growth (1Y) -19.6% 12.9% -342.9%
Operating cash flow CAGR (3Y) -29.5% -19.5% -27.8%
Free cash flow growth (1Y) -20.7% 14.0% -68.9%
Free cash flow CAGR (3Y) -30.5% -20.0% -36.6%

Profitability

14 metrics
MetricLSTREXPDRXO
Gross margin – 32.7% 18.2%
EBITDA margin 4.8% 10.3% 0.5%
Operating margin 4.1% 9.8% -1.2%
Pretax margin 4.0% 10.2% -2.0%
Net margin 3.0% 7.6% -1.7%
FCF margin 3.0% 7.7% -1.2%
Operating cash flow margin 3.2% 8.1% -0.3%
Return on equity 19.2% 41.8% -7.0%
Return on assets 9.0% 18.6% -3.1%
Return on invested capital 17.9% – -3.3%
Return on capital employed 21.3% 49.3% -3.6%
Asset turnover 3.0x 2.4x 1.8x
Cash conversion (OCF / net income) 1.1x 1.1x 0.2x
Stock comp / revenue 0.2% 0.6% 0.5%

Financial Health

11 metrics
MetricLSTREXPDRXO
Debt / assets 3.8% – 14.3%
Debt / equity 0.1x – 0.3x
Net debt / EBITDA -1.1x – 16.0x
Debt / FCF 0.4x – -6.5x
Liabilities / assets 54.1% 58.7% 56.5%
Equity / assets 45.9% 41.3% 43.5%
Interest coverage 111.1x – –
Current ratio 1.8x 1.6x 1.3x
Quick ratio 1.7x 1.4x 1.2x
Cash ratio 0.5x 0.4x 0.0x
Altman Z-score 8.87 9.17 3.03

Shareholder Returns

7 metrics
MetricLSTREXPDRXO
Dividend yield 2.6% 0.8% –
Net buyback yield 2.2% 3.2% –
Shareholder yield 4.8% 4.0% –
Payout ratio (earnings) – 34.0% –
Payout ratio (FCF) – 33.9% –
Dividend growth (1Y) – 1.6% –
Dividend CAGR (3Y) – -0.3% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusLSTREXPDRXO
Forward P/E 22.6xFY2026 26.7xFY2026 212.5xFY2026
EPS, next fiscal year $6.15FY2026 $7.38FY2026 $0.13FY2026
EPS growth, next FY +85.8%FY2026 +24.0%FY2026 –
EPS growth, the year after +27.8% +6.9% +384.6%
Revenue, next fiscal year $5.45BFY2026 $12.65BFY2026 $7.20BFY2026
Revenue growth, next FY +15.1%FY2026 +14.3%FY2026 +25.5%FY2026
Revenue growth, the year after +17.6% +10.2% -0.1%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersLSTREXPDRXO
Held by institutions 100.0% 96.4% 100.0%
Institutions holding 543 959 303
Change in shares held, QoQ -2.8% -0.7% -1.3%
Institutions buying 296 448 165
Institutions selling 153 356 82
Buyers to sellers 1.93 1.26 2.01

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

LSTREXPDRXO
LSTR 1.00 0.53 0.57
EXPD 0.53 1.00 0.44
RXO 0.57 0.44 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, LSTR, EXPD and RXO?

Expeditors International Of Washington (EXPD) is the largest by market capitalisation: Landstar System (LSTR) $4.74B, Expeditors International Of Washington (EXPD) $25.83B, Rxo (RXO) $4.67B.

Which stock is cheaper, LSTR, EXPD and RXO?

Expeditors International Of Washington (EXPD) trades on the lowest price-to-earnings ratio (Landstar System (LSTR) 29.6x, Expeditors International Of Washington (EXPD) 28.1x, Rxo (RXO) -44.5x). On next year's consensus earnings, Landstar System (LSTR) is cheapest (Landstar System (LSTR) 22.6x, Expeditors International Of Washington (EXPD) 26.7x, Rxo (RXO) 212.5x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Landstar System (LSTR) grew revenue fastest over the trailing twelve months: Landstar System (LSTR) +10.7%, Expeditors International Of Washington (EXPD) +6.8%, Rxo (RXO) +9.5%.

Which company is more profitable?

Expeditors International Of Washington (EXPD) has the highest net margin (Landstar System (LSTR) 3.0%, Expeditors International Of Washington (EXPD) 7.6%, Rxo (RXO) -1.7%). On return on invested capital, Landstar System (LSTR) leads (Landstar System (LSTR) 17.9%, Rxo (RXO) -3.3%).

Which stock has performed better?

Over the past year Expeditors International Of Washington (EXPD) returned the most: Landstar System (LSTR) +7.3%, Expeditors International Of Washington (EXPD) +65.1%, Rxo (RXO) +58.4%. Over five years, Expeditors International Of Washington (EXPD) compounded fastest (Landstar System (LSTR) -4.6%/yr, Expeditors International Of Washington (EXPD) +9.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Landstar System (LSTR) 0.00%, Expeditors International Of Washington (EXPD) 0.01%, Rxo (RXO) 0.00%. Landstar System (LSTR) and Rxo (RXO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Expeditors International Of Washington (EXPD) has been the steadiest (Landstar System (LSTR) 40.3%, Expeditors International Of Washington (EXPD) 30.9%, Rxo (RXO) 75.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, LSTR, EXPD and RXO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Expeditors International Of Washington (EXPD) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.